What help do we need?
Assignment overview in BLUF format
Request For Proposal (RFP)
Builds competence for remaining team assignments
Primary: Asking defined, answerable, and actionable questions
Pervasive expectation: Critical Thinking, business communications, measurements, bias identification, and mitigation
Each individual team member creates a request for a personal assistant within a combined team RFP
Ref: https://blog.hubspot.com/marketing/rfp-template (Links to an external site.)
Directions with references are listed below
In your teams shared OneDrive folder or Google Team Drive, create a Microsoft Word or Google Docs document with the following information:
Brief paragraphs describing at a high level your combined request for proposal (RFP)
Include any information that you feel is relevant so the recipient may quickly understand your present situation, services requested, overall budget, and timelines
RFP template with team situation-specific modifications
https://blog.hubspot.com/marketing/rfp-template
One (1) total RFP for team containing
One (1) Individual RFP subsection for each teammate
Ideally, team ideas should be discussed with your instructor in advance, either on Slack or during office hours
Refer to Rubric for assignment expectations
You are strongly encouraged to brainstorm in your private team Slack channels, as your instructor can be directly engaged and involved in these conversations.
This RFP will set the tone and initial direction for a significant portion of the remaining teamwork. However, it is not set in stone. If a course correction is needed, then that is something that can be discussed between members of your team and your instructor.
After your document is complete, print/save/export this document as a PDF Document. Submit this PDF here on Canvas.
Your teams submission for this milestone should be one (1) PDF Document, seven (7) pages total.
How to Write a Request for Proposal with Template and Sample
Unedited format. Word Count: 595
Written by Caroline Forsey (Links to an external site.) @cforsey1 (Links to an external site.)
Follow Along With HubSpots Free RFP Templates
Whether youre working for a small agency or a major marketing firm, youre probably eventually going to need to fill out a Request for Proposal, or RFP (Links to an external site.).
Your company cant do everything internally, and when your business needs to purchase a product or service from elsewhere, you might need to shop around. An RFP allows you to collect offers from various vendors and select the vendor that best meets your criteria, both in regards to skill and budget.
Any time you outsource work to a supplier, theres a potential for issues such as miscommunication around the scope of the work and the compensation. What a good RFP does is eliminate gray areas so that both parties understand what needs to be delivered, when, and for how much.
RFP Template
Here, weve provided an RFP template you can follow for initial structure, as well as a sample RFP for further inspiration. But it isnt one-size-fits-all youll need to tailor your RFP to best articulate your companys needs.
Not that youve seen the template, how do you actually write an RFP? Weve got you covered.
How to Write an RFP
Define your project, scope, and budget.
Provide background and introductory information.
Describe the services youre looking for.
Detail your selection criteria and timelines.
Proofread your RFP and go live.
1. Define your project, scope, and budget.
Before issuing your RFP, take the time to define the project youre looking to complete, its scope, and how much you can afford to spend. This information provides the framework for your RFP and helps ensure that it strikes a balance between too general and overly detailed.
2. Provide background and introductory information.
With budget and scope in hand, you can start crafting your RFP. While its tempting to dive right into the details, its a good idea to provide some background and introductory data about your company. This helps set the stage for potential partners by giving them a sense of your current market, business goals, and current challenges.
3. Describe the services youre looking for.
Now its time to get specific about the services youre looking for to help achieve your goals. For example, if youre building a website, you might look for a company with both front-end and back-end development experience. If youre creating a mobile app, highlight the need for specific skills in that area, such as expertise in responsive design and building applications for multiple mobile platforms.
4. Detail your selection criteria and timelines.
Next up are the selection criteria and the timelines for your project. Here, you can highlight what skills, services, and market expertise are required for consideration. This is the time to get specific: Clear descriptions of selection criteria will help reduce the risk of sorting through multiple RFPs that dont meet your needs.
Its also important to be up-front about your timelines. Give potential partners an end date for RFP submission, a date for final selection, and a clear start-to-finish project timeline so companies making a proposal can fine-tune their bid.
5. Proofread your RFP and go live.
Last but never least? Proofread your RFP then proofread it again. Why? Because even small mistakes could derail project timelines. Consider a zero missing in your budget details, or a miscommunication about the dates that proposals are due and selections are made; both could force a restart of the entire RFP process and waste precious time.
BLUF Format
Required RFP components (BLUF Format)
Ref: https://blog.hubspot.com/marketing/rfp-template
Author: Forsey, Caroline; Hubspot
Define project, scope, and budget
Project (Personal Assistant to perform non-academic tasks)
Project scope (what is in, what is out)
Project budget (how much can each afford, group total)
Provide background and introductory information
Provide background and introductory data
What are program goals and current challenges?
Describe desired services
Specific services desired to achieve goals
Contextual side business examples
If building a website, you require front-end and back-end development experience.
If creating a mobile app, highlight specific skills needed
e.g., expertise in responsive design and building applications for multiple mobile platforms
Detail selection criteria and timelines
Selection criteria and project timelines
Highlight skills, services, and market expertise required. Be specific
Clear selection criteria descriptions reduce RFP responses (increase % of useful responses)
Provide specific timeline expectations
RFP process initiation, Q&A, review, and final selection dates
Be specific
Allows respondents to plan, assign resources, iterate their bid
T6 builds upon T5. T5/T6 set framework for T7/T8
Reference guidance and RFP template https://blog.hubspot.com/marketing/rfp-template (Links to an external site.)
The following builds to T7/8 what do we need to know RFP for 3rd party analytics
What dont we know, that we need to know, to recommend specific actions for:
Growth
By country
By client
By product
By revenue
Business (process) Optimization/Cost Reduction
Efficiency
By country
By client
By product category
By product





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